Risk Form

Clients will be classified as low risk appetite, medium risk appetite and high risk appetite based on the
score obtained by answering the following questionnaire. Once, the score is obtained client will be
offered services which suits his/her risk appetite. The classification of the services is also mentioned
below.

Questionnaire for risk profiling of the client

1) Full Name :

2) Mobile no :

3) Email :

4) PAN no :

5) Date of birth :

6)Gender :

Male

Female

7) What is your Age Group? :

Under 35

Under 45

46-55

56-60

60+

8) Investment Goal :

Capital Appreciation

Regular Income

Capital Appreciation and Regular Income

9) Proposed Investment Amount? :

1 lacs

1-2 lacs

2-5 lacs

5 lacs

10) Gross Annual Income details? :

Below Rs 1 Lac

1-5 Lac

5-10 Lac

10-25 Lac

25 Lacs

11) (A). Primary Source :

Salary

Business

11) (B). Secondary Source :

Royalties

Rental

Dividend

Other Speicify

12) Market Value of portfolio held :

1 Lacs

1-2 Lacs

2-5 Lacs

5 Lacs

13) Investment Experience :

3 Years

3-5 Years

> 5 Years

14) Would you invest where a small return is earned
associated with small risk instead of a high
return associated with high risk? : Strongly prefer Prefer Indifferent Do not prefer Strongly do not prefer

15) When market is not performing well would you
like to invest in more risky investment instead of
less risky investment to earn high return? : Strongly prefer Prefer Indifferent Do not prefer Strongly do not prefer

16) High risk is associated with high return, Medium
risk Is associated with medium returns and low
risk is associated with low returns? What risk
can you bear (not prefer)? : High Medium Low

17) What is the duration of investment you are looking forward to keep invested? : Short term Positional ( from 1 month to 6 months) Long term Positional (more than 1 year) Intraday

18) In which of the following market segments have
you traded previously? : Commodity Stock Derivatives Stocks Forex All

19) What is your experience with equity
investments ? : Extensive experience Moderate experience Very less experience No experience

20) What is your experience with Commodity
investments ? : Extensive experience Moderate experience Very less experience No experience

21) How many dependents do you financially
support ? : None Between 1-3 4+

22) What is your experience with Forex
investments ? : Extensive experience Moderate experience Very less experience No experience

23) What is the size of your emergency fund ? :
Do not have
< 1 month income
1-3 months income
3-6 months income
> 6 months income

24) What is your experience with investments in
past ? :
Very Good
Good
Moderate
Bad
Very Bad

25) What percentage of monthly income is allocated to pay off debt [all EMIs]? :
None
Between 0% -20%
Between 20% - 35%
Between 35% - 50%
> 50%

26) Occupation (please select the appropriate) :
Private sector service
Public sector service
Government sector
Business

Professional
Agriculturist
Retired
Housewife
Student

Dealer
Others

27) Are you any of the following, or are directly or indirectly related to any of the following :
Civil Servant,
Politician,
Current or former head of state,

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